Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,712 | $80,812-66.9% | $160,784-83.4% | $82,448-67.6% |
| Participation rate | 97.3% | 66.2%+31.1pp | 77.0%+20.3pp | 68.1%+29.2pp |
| Annual return | 16.63% | 100.59%-84.0pp | 1803.92%-1787.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $490 | $2,174-77.5% | $3,733-86.9% | $2,551-80.8% |
| Participant deferral / active EE | $3,484 | $4,335-19.6% | $6,293-44.6% | $4,139-15.8% |
| Admin fee / account holder | $1,726 | $7,695-77.6% | $9,717-82.2% | $7,234-76.1% |